Members of the Primary Expert Network (PEN) support founders through key operating challenges and share best practices between/among functional experts.

Brought on during rapid growth phase in which company doubled in size, with mandate to cultivate a strategic partnership with founder/CEO, drive additional fundraising, institute rigorous financial practices, and implement strong internal controls. Led and developed team of 20+ spanning finance, accounting, data science/business intelligence, human resources, and information technology. Key contributions included:Spearheaded $46.5M Series C equity financing to transform strategy from digital-only to omnichannel sales model. Re-engineered forecasting and budgeting processes. Bolstered liquidity and financial flexibility. Overhauled business intelligence and reporting capabilities. Enhanced cash flow forecasting and working capital management. Improved board governance and financial controls.

Recruited by board of directors to concurrently overhaul financial operations and execute sale of company. Led FP&A, cash management, and investor and lender relations. Key contributions included:Extended runway to finalize sale transaction by solidifying bridge financing. Unified multiple sets of financials to offer single source of truth into historical financial performance. Closed sale in 2017.

Provided seed investment and joined cofounders as equal partner at pre-commercialization stage to drive strategy, finance and accounting, and human resources. Led planning, FP&A, budgeting, forecasting, and risk management. Key contributions included:Built finance and accounting department, processes, and systems to position company for rapid 150% compounded annual growth. Diversified capital structure, minimized equity dilution, and achieved working capital flexibility. Orchestrated exit strategy alongside board chair. Engineered strategic pivot to refined and differentiated service offering that elevated project margins 20+ points and drove differentiation that ultimately led to company acquisition.

Oversaw transaction execution for corporate and private equity clients in the consumer, retail, and healthcare sectors. Advised on debt financing alternatives and structuring in LBO, M&A, equity/initial public offering, and general corporate situations. Drove meaningful revenue generation across franchise. Coached and mentored junior team members. Completed 25+ transactions representing $19B in total value.

Joined firm as Associate and earned promotion to Vice President. Coordinated deal teams and engaged stakeholders to facilitate complex financing strategies for clients in diverse industries. Completed 35+ financing transactions representing $50B in total value.

Hired to bolster business development efforts, manage current client accounts, and identify new sales channels. Managed enterprise sales cycle from lead generation to closing and developed partnerships to drive company growth.

Recruited by founder/CEO as first non-founding employee for rapidly expanding, venture-backed startup. Built company’s first financial and pricing models and margin analysis tools to position organization for commercialization and rapid growth. Played key role in establishing sales department. Tapped as primary liaison with investors for $8M Series A.

Evaluated strategy alongside senior management including competitive and M&A analysis and due diligence.

Collaborated with CEO and COO to develop financing strategies for $110M launch budget. Created business plan directing repositioning from business-to-consumer to business-to-business strategy.